HEATHER WALLACE
Rockwall,TX
Summary
Personable Office Administrator with 10 plus years of experience prioritizing multiple tasks requiring prompt solutions. Talented problem-solver managing workloads while greeting visitors, answering incoming phone calls and fulfilling staff members' requests. Professional and welcoming in creating upbeat work environment.
Overview
9
9
years of professional experience
Work History
Lease Administrator
RecNation Boat & RV Storage
05.2023 - Current
- Work with the Integration team to send Lease documents for new site acquisitions
- Assist with outbound customer calls to obtain updated payment information for new site acquisitions
- Make outbound integration calls and send follow-up correspondence (e.g
- Email/text messages, letters, etc.) for outstanding leases
- Make outbound collection calls and receive inbound collection calls from customers on past due accounts
- Work with the Customer Success team to resolve customer disputes; create and revise invoices and credit memos as needed
- Manage billing correspondence, including telephone calls and emails on all payment inquiries
- Monitor customer payment databases daily for current receivable status
- Maintain consistent collection efforts and updated collection notes/correspondence
- Distribute notices to vacate and notices of claim for delinquent tenants
- Manage and execute procedures for towing, abandonment, eviction and foreclosure
- Maintain up-to-date knowledge of standard self-storage lease provisions for every operating jurisdiction
- Process CC/ACH/check payments
- Prepare weekly collections report and assist in collection of aged receivables
Realtor
Liberty Realty, Realtor
09.2017 - Current
- Provide guidance and assist sellers and buyers in marketing and purchasing property for the right price under the best terms
- Determine clients’ needs and financials abilities to propose solutions that suit them
- Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and related matters, ensuring a fair and honest dealing
- Perform comparative market analysis to estimate properties’ value
- Display and market real property to possible buyers
- Prepare necessary paperwork (contracts, leases, deeds, closing statements etc)
- Manage property auctions or exchanges
- Maintain and update listings of available properties
- Cooperate with appraisers, escrow companies, lenders and home inspectors
- Develop networks and cooperate with attorneys, mortgage lenders and contractors
- Promote sales through advertisements, open houses and listing services
- Remain knowledgeable about real estate markets and best practices
- Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
Office Administrator
Glass Land and Home
06.2021 - 08.2022
- Oversee all aspects of sellers transactions from initial contact to executed purchase agreement
- Create & update a business operations manual and all job descriptions/employment contracts for any future hires
- Coordinate the purchasing of any office equipment, marketing materials and any other business related supplies and materials
- Create & manage all systems for sellers, buyers, client database management, lead generation tracking, lead follow-up & all office administration
- Manage & update agent website(s), blog(s) and online listings
- Oversee all aspects of buyer & seller transactions from executed purchase agreement to closing
- Answers all incoming mail and phone calls
- Delivers all bank deposits to banks every week
- Regularly update & maintain communication with clients, agents, title officers, lenders etc.
- Interacted with customers by phone, email, or in-person to provide information.
Mortgage Loan Analyst
AMERISAVE MORTGAGE
08.2020 - 05.2021
- Analyze all loan transactions and ensure adherence to all policies and procedures and evaluate all commercial loan operations and document all processes
- Assessed loan portfolios for compliance with underwriting policies.
- Assist to reconcile all wire accounts and maintain accuracy of all information and ensure timely resolutions for all issues
- Coordinate with commercial loan customers and manage all communication with customers
- Perform an audit according to loan guidelines and prepare all reports for all returned mail
- Analyze all bank risk and ensure compliance to all bank policies and procedures and collaborate with financial analysts to maintain accuracy in all investor approved loans
- Collaborate with underwriting staff and analyze all delivery requirements and maintain all documents as per all loan policies and perform audit on loan approval sheet for various documents
- Evaluate all documents and assist in closing of all processes and manage all loan portfolios and ensure accuracy of information
- Design all specifications for all database systems and provide update and prepare required reports and evaluate all loan applications and perform credit review on a regular basis
- Manage all underwriting queries from all processors and loan officers and perform final checks prior approval
- Prepare all reports and systems and manage all pipeline clients and coordinate with underwriting leaders to facilitate loan decisions
- Ensure compliance to all local and federal fair laws and prepare and submit all mortgage applications and evaluate all findings for all applications
Office Administrator
Chapa Specialty Services
06.2016 - 06.2020
- Oversee all aspects of buyer & seller transactions from executed purchase agreement to closing
- Coordinate title/escrow, mortgage loan and appraisal processes
- Coordinate inspections, assist in negotiations regarding repairs, and coordinate completion of repairs
- Regularly update & maintain communication with clients, agents, title officer, lender etc
- Submit all necessary documentation to the office broker for file compliance
- Coordinate moving/possession schedules
- Schedule, coordinate & attend closing process
- Input all client information into the client database system
- Schedule 30 Day, 90 Day & 120 Day client customer service follow up calls to assist with any home improvement provider recommendations and to ask for referrals
- Schedule and organize personal marketing advertising on a monthly basis to ensure constant personal marketing
- Locate vendors to produce and distribute marketing materials and request prices from them, assuring the best quality products for the best prices
- Maintain routine contacts with graphic designers, printers, mailers and other vendors to ensure that deadlines are met
- Keep track of production, billing and shipping dates for advertising materials such as flyers and brochures
- Enter new contact names, addresses, and emails from information requests, open house guest books and other sources in our database
- Make address corrections as they are received in Top Producer, Rapattoni or other databases
- Track and execute a mailing schedule using Top Producer to synch with your database to create merged letters and other correspondence
- Create marketing materials with agents such as writing copy for a newsletter or use a pre-designed newsletter from CRS
- Irongate or Realty Times
- Respond to phone requests for information about your services by sending standardized packages of information
- Follow up on marketing materials with phone calls to make sure that customers received the letters and see if they are a current prospect for us to contact
- Carry out clerical tasks or arrange for others to do such tasks as stuffing envelopes and getting new postage in the meter.
- Interacted with customers by phone, email, or in-person to provide information.
Accounts Receivable/Medical Coding and Billing Specialist
MCKESSON
04.2014 - 06.2016
- Develops, understands and implements strategies for customer specific issues
- Utilize strong problem solving skills, attention to detail to identify, communicate and resolve issues
- Understand and support the achievement of department financial goals
- Perform work in accordance with standard accounting principles and an overall adherence to company policy
- Working directly with the insurance company, healthcare provider, and patient to get a claim processed and paid
- Reviewing and appealing unpaid and denied claims
- Verifying patients’ insurance coverage and answering patients' billing questions
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Processed insurance company denials by auditing patient files, researching procedures, and diagnostic codes to determine proper reimbursement.
Education
No Degree - Nursing
Paris Junior College
Paris, TXReal Estate
Colibri Real Estate LLC
Remote03.2017
High School Diploma -
Rockwall High School
Rockwall, TX08.2011
Skills
- Strong verbal and written communication skills
- Proven ability to deal promptly with emergency situations
- Able to multitask, prioritize and flexible with changing business requirements
- Precise attention to detail
- Proficient in all Microsoft programs
- Proven ability to meet deadlines with precise assignments
- High attention to detail
- CRM knowledge
- Intuit QuickBooks
- Leasing and Sales
- Cash Handling
- QuickBooks and Sage 50
- Corporate Policies and Procedures
- Professional Relationships
Timeline
Lease Administrator
RecNation Boat & RV Storage
05.2023 - Current
Office Administrator
Glass Land and Home
06.2021 - 08.2022
Mortgage Loan Analyst
AMERISAVE MORTGAGE
08.2020 - 05.2021
Realtor
Liberty Realty, Realtor
09.2017 - Current
Office Administrator
Chapa Specialty Services
06.2016 - 06.2020
Accounts Receivable/Medical Coding and Billing Specialist
MCKESSON
04.2014 - 06.2016
No Degree - Nursing
Paris Junior College
Real Estate
Colibri Real Estate LLC
High School Diploma -
Rockwall High School
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